State Street S&P 500 Index N (SVSPX)

Min Initial Investment

10,000

Min Initial Investment, IRA

2.5

Min Initial Investment, AIP

100

Min Subsequent Investment

10,000

Min Subsequent Investment, IRA

1

Min Subsequent Investment, AIP

1

• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• UBS Financial Services Inc
• Protected Investors of America
• E TRADE Financial
• H&R Block Financial Advisors Inc
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• EP Fee Small
• Shareholders Services Group
• JPMorgan
• Vanguard
• T. Rowe Price
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• DATALynx
• Ameriprise Brokerage
• Federated TrustConnect
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• RBC Wealth Management-Advisory Eligible
• Mony Securities Corp
• SunAmerica Securities Premier / Pinnacle
• ETrade No Load NTF
• ETrade No Load Fee
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• Robert W. Baird & Co.
• HSBC Brokerage (USA) Inc
• JPMorgan INVEST
• WFA MF Advisory Updated 6.1.22
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• EP Fee Large
• CitiStreet Framewor(k)
• JPMorgan INVEST NTF
• ING Financial Ptnrs PAM and PRIME Approv
• Firstrade NTF
• Scottrade TF
• Standard Retirement Services, Inc.
• Thrivent – Advisory Eligible
• Morgan Stanley Consulting Group Advisor
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• DWS Retirement Sevs Investment Offerings
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Nationwide Retirement Clear Adva
• ING Financial Advisers - SAS Funds
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 6.1.22
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• E-Plan Services, Inc.
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialists LLC- Premier
• LPL SWM
• Schwab Advisor Services All Funds Available
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Schwab Advisor Services Transaction-Fee Funds
• Schwab Advisor Services Index Funds

The adviser uses n index tracking management strategy designed to track the performance of the S&P 500® Index (“S&P 500” or “Index”). The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market. It is non-diversified.